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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,189 | $86,949-66.4% | $102,460-71.5% | $80,959-63.9% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.7pp | 67.7%+0.2pp |
| Annual return | 13.40% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,369 | $2,370-42.2% | $3,025-54.8% | $2,757-50.4% |
| Participant deferral / active EE | $1,967 | $4,121-52.3% | $5,056-61.1% | $4,300-54.3% |
| Admin fee / account holder | $1,220 | $8,048-84.8% | $9,460-87.1% | $6,925-82.4% |